See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,417,946 | $127,777+1009.7% | $106,548+1230.8% | $167,490+746.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.02% | 33.87%-21.8pp | 26.80%-14.8pp | 478.56%-466.5pp |
| Employer contribution / active EE | $22,526 | $3,427+557.4% | $2,819+699.1% | $4,837+365.7% |
| Participant deferral / active EE | $26,000 | $5,087+411.1% | $4,398+491.2% | $6,341+310.0% |
| Admin fee / account holder | $6,150 | $11,228-45.2% | $7,407-17.0% | $12,309-50.0% |